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Apex Wealth Management, LLC: FBND position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Apex Wealth Management, LLC on FBND, newest first. How the timeline and the estimate are built.

Apex Wealth Management, LLC held 46,438 FBND shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,438 shares
    Change vs previous 13F +2,528 shares

    1.29% of the 13F portfolio, value $2,112,447.

    13F-HR 0001951757-26-001214 filed by Apex Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 43,910 shares
    Change vs previous 13F -48,355 shares

    1.37% of the 13F portfolio, value $2,003,178.

    13F-HR 0001951757-26-000606 filed by Apex Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 92,265 shares
    Change vs previous 13F -5,226 shares

    4.32% of the 13F portfolio, value $4,254,333.

    13F-HR 0001951757-26-000301 filed by Apex Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 97,491 shares
    Change vs previous 13F +81,141 shares

    3.22% of the 13F portfolio, value $4,507,965.

    13F-HR 0001951757-25-001187 filed by Apex Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 16,350 shares
    Change vs previous 13F -31,500 shares

    0.6% of the 13F portfolio, value $748,014.

    13F-HR 0001951757-25-001052 filed by Apex Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 47,850 shares
    Change vs previous 13F -154,477 shares

    1.96% of the 13F portfolio, value $2,184,358.

    13F-HR 0001951757-25-000478 filed by Apex Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 202,327 shares
    Change vs previous 13F not available

    7.83% of the 13F portfolio, value $9,078,416.

    13F-HR 0001951757-25-000265 filed by Apex Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).